Collect missing W-9s before 1099 season
Every Monday before 1099 season, WebRun opens Liscio, finds the vendors still missing a W-9, drafts a request to each client to collect it from their vendor, leaves every draft unsent for review, and posts the team a Slack list of which W-9s are still outstanding.
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How do I collect missing W-9s from clients' vendors automatically?
Every Monday before 1099 season, WebRun opens Liscio, finds the vendors still missing a W-9, and notes the client and days outstanding for each. It drafts a request to each client to collect the form from their vendor, leaves every draft unsent for review, and posts the team a Slack list, so W-9s arrive before the 1099 deadline.
- Missing vendor W-9s surface weekly, not in the 1099 filing rush
- Each request is drafted and waiting, so the team just reviews and sends
- W-9s arrive before the deadline because the chase runs every week
Built for accounting firms · tax practices · CPA firms · bookkeepers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.liscio.mein a real browser with your saved login - no setup, no API keys. -
1
Liscio - find vendors missing a W-9
liscio.me
WebRun opens Liscio to find the vendors still missing a W-9. - Open Liscio and review the W-9 collection requests still marked outstanding
- Capture the client, the vendor name, and how long the W-9 has been outstanding for each
- Skip any vendor whose W-9 has already arrived or that was chased in the last week
Done when Every vendor still missing a W-9 has been listed with its client and days outstanding.
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2
Gmail - draft W-9 collection requests
gmail.com How to Automate Gmail
WebRun drafts a W-9 collection request for each client and leaves it unsent. - Draft a clear, on-brand request to each client listing the vendors whose W-9 is still needed
- Include a line on how the client can collect it and return it through their Liscio portal
- Save every message as a draft and leave it unsent for review
Done when A W-9 collection request draft sits ready in Gmail for every client with a missing vendor form.
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3
Slack - report which W-9s are outstanding
slack.com How to Automate Slack
WebRun posts the week's outstanding-W-9 list to Slack. - Post the team a short list of clients with vendor W-9s still outstanding
- Sort by days outstanding so the most overdue forms stand out before the deadline
- Note that collection-request drafts are waiting in Gmail for review
Done when The team has this week's outstanding-W-9 list in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email clients without me?
No. WebRun only drafts each W-9 collection request in Gmail and leaves it unsent. Someone on the team reviews every message and clicks send, so nothing reaches a client without a person approving it first.
How does it know which W-9s are still missing?
It reads your Liscio W-9 collection requests each week and lists only the vendors still marked outstanding. Any form that has already arrived is dropped from the chase automatically.
Will it chase a client whose vendor just sent the W-9?
No. WebRun checks the live request status in Liscio each run and skips any vendor whose W-9 has arrived, plus anyone already chased in the last week.
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